Allworth Financial’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $10.5K | Buy |
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|
2024
Q4 | $10K | Sell |
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|
2024
Q3 | $25.2K | Sell |
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|
2024
Q2 | $23K | Buy |
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|
2024
Q1 | $1.02K | Sell |
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|
2023
Q4 | $1.42K | Sell |
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|
2023
Q3 | $1.35K | Sell |
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|
2023
Q2 | $15.6K | Hold |
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|
2023
Q1 | $16.7K | Hold |
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|
2022
Q4 | $17.5K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $16K | Buy |
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